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Updated about 4 years ago on . Most recent reply

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Linda Dorothy
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Linda Dorothy
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Linda Dorothy
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Tax, SDIRAs & Cost Segregation

Variable Annuity Alternatives?

Linda Dorothy
Posted

I have a variable annuity that represents 1/3 of my retirement assets. The other 1/3 is in a rollover IRA which I'm gradually converting to a Roth. I am 64 and would like to explore the best options (if any) of investing that money elsewhere. I've read about 1035 rollovers to long term care policies. Does anyone have other ideas? I hate seeing it grow and grow, knowing taxes are going to be a huge issue.

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